Prerequisites for Client Relations
This chapter of the OPERA Cloud User Guide lists the prerequisites for Client Relations menu.
- Prerequisites for Activities
- Prerequisites for Activity Attachments
- Prerequisites for Membership (Loyalty)
- Prerequisites for Creating a Guest or Contact Profile
- Prerequisites for Profile Lookup from External Systems
- Prerequisites for Enrolling Guests in External Loyalty Programs
- Prerequisites for Managing Sales Account Forecast
- Prerequisites for Managing Profile Scheduled Activities
- Prerequisites for Profile Additional Information
- Prerequisites for Managing Profile Delivery Types
- Prerequisites for Managing Sales Information
- Prerequisites for Credit Ratings
- Prerequisites for Managing Sales Account Keywords
- Prerequisites for Managing Profile AR Accounts
- Prerequisites for Managing Profile e-Certificates
- Prerequisites for Profile Memberships
- Prerequisites for Managing Profile Membership (Loyalty Cloud Service)
- Prerequisites for Managing Profile Negotiated Rates
- Prerequisites for Managing Profile Routing
- Prerequisites for Manage Profile Relationships
- Prerequisites for Managing Profile Identification and Personal Details
- Prerequisites for Profile Correspondence and Privacy Options
- Prerequisites for Profile Attachments
- Prerequisites for Managing External Emails
- Prerequisites for Merging Profiles
- Prerequisites for Profile Anonymization
- Prerequisites for Managing Profile Ownership Records and Owner Referrals
- Prerequisites for Filtering Profile Search by Accounts
- Prerequisites for Managing Suspended Stay Records
- Prerequisites for Central Sales
- Prerequisites for Managing Travel Agent / Source Commission Details
Parent topic: Client Relations
Prerequisites for Activities
License/Subscription
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Essentials Edition
Or
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Standard Edition
Or
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Premium Edition
OPERA Controls
Group: Activity
Function: Activities
OPERA Cloud Tasks
Group: Client Relations
Tasks: Activities
-
New/Edit Activity Types
-
Delete Activity Types
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Activity Attachments
OPERA Controls
Group: General
Functions: File Attachments
OPERA Cloud Tasks
Group: Client Relations
-
Activities
-
Attachments
-
Download/Preview Attachment
-
New Attachment
-
Delete Attachment
-
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Membership (Loyalty)
Licenses / Subscriptions
Oracle Hospitality OPERA Cloud Service, Loyalty
OPERA Controls
Group: Membership
-
Award Points Redemption (optional)
-
Enrollment (optional)
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Creating a Guest or Contact Profile
OPERA Controls
Group: Profiles
-
Contacts (Optional)
-
Incognito (Optional)
Group: General
Functions: Multi-Language (Optional)
OPERA Cloud Tasks
Group : Client Relations
-
Create Profile
-
Guest Profile
-
Contact Profile
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Profile Lookup from External Systems
License / Subscriptions
Oracle Hospitality Integration Platform - Generic
Oracle Hospitality OPERA Exchange Interface Two-Way Cloud Service (OXI) - for Oracle Hospitality OPERA Room Reservations Cloud Service (ORS)
OPERA Cloud Controls
Group: Profile
Functions: Profile Lookup
Setting: Profile Types for Lookup
Setting: External Lookup Behavior
Setting: Default External System
OPERA Cloud Tasks
Group: Client Relations
Task: Profiles Management
Task: Profile Lookup
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Enrolling Guests in External Loyalty Programs
Integration
Oracle Hospitality Integration Platform
OPERA Controls
Group: General
Functions: Enrollment
Settings: Enrollment Systems that are Active to OPERA Cloud
OPERA Cloud Tasks
Group: Client Relations
-
New Enrollment
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Managing Sales Account Forecast
Licenses / Subscriptions
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Premium Edition
OPERA Controls
Group: Profile
Parameters: (Sales) Account Forecast
OPERA Cloud Tasks
Group: Client Relations
-
Account Forecast
-
New/Edit Account Forecast
-
Delete Account Forecast
-
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Managing Profile Scheduled Activities
Integrations
Oracle Hospitality Integration Platform
OPERA Cloud Tasks
Group: Profiles Management
Tasks: Scheduled Activities
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Profile Additional Information
OPERA Controls
Group: General
Parameters: Information Collection
Settings: Information Collection Methods
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Managing Profile Delivery Types
OPERA Controls
Group: Cashiering
Functions: EFOLIO_EXPORT
OPERA Cloud Tasks
Group: Profile Management
-
New/Edit Delivery Types
-
Delete Delivery Types
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Managing Sales Information
Licenses / Subscriptions
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Standard Edition
Or
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Premium Edition
OPERA Controls
Group: Profile
Parameters: Sales Information
OPERA Cloud Tasks
Group: Client Relations
-
Correspondence
-
Edit Mailings and Sales Information
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Credit Ratings
OPERA Controls
Group: Reservations
Functions: Credit Rating
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Managing Sales Account Keywords
OPERA Controls
Group: Profile
Functions: Keyword
OPERA Cloud Tasks
Group: Profiles Management
-
New/Edit Keyword
-
Delete Keyword
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Managing Profile AR Accounts
OPERA Controls
Group: Accounts Receivable
Functions: Accounts Receivable
OPERA Cloud Tasks
-
Account Receivables
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Managing Profile e-Certificates
Integrations
-
Oracle Hospitality OPERA Customer Loyalty Tracking Cloud Service
OPERA Controls
Group: Rate Management
Functions: Promotions Module
Parameters: Hide Promotion Rates
OPERA Cloud Tasks
-
Profiles Management
-
E-Certificates
-
Consume E-Certificate
-
Extend E-Certificate
-
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Profile Memberships
OPERA Cloud Tasks
Group: Client Relations
Tasks: Profiles Management
Profile Memberships
-
New/Edit Memberships
-
Delete Memberships
-
View Membership Number
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Managing Profile Membership (Loyalty Cloud Service)
Subscription
Oracle Hospitality OPERA Cloud Service, Loyalty
OPERA Controls
Group: Membership
-
Loyalty Payment Award (optional)
OPERA Cloud Tasks
Group: Membership
Tasks: Profile Memberships
|
|
-
Award List
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Managing Profile Negotiated Rates
OPERA Controls
Group: Rate Management
Functions: Negotiated Rates
OPERA Cloud Tasks
Group: Client Relations
Tasks: Profile Management
-
Negotiated Rates
-
New/Edit Negotiated Rates
-
Delete Negotiated Rates
-
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Managing Profile Routing
OPERA Controls
Group: Cashiering
Functions: Routing Function
OPERA Cloud Tasks
Group: Client Relations
Tasks: Profiles Management
Profile Financials
-
Manage Payment and Routing Instructions
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Manage Profile Relationships
OPERA Controls
Group: Profile
Functions: Relationships
OPERA Cloud Tasks
Group: Client Relations
Tasks: Relationships
-
New/Edit Relationships
-
Delete Relationships
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Managing Profile Identification and Personal Details
OPERA Cloud Tasks
Group: Client Relations
Tasks: Profiles Management
Identification
-
New/Edit Identification
-
Delete Identification
-
View Identification Details
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Profile Correspondence and Privacy Options
OPERA Controls
Group: Profiles
Functions: Profile Mailing Privacy
Settings: Privacy Default
OPERA Cloud Tasks
Group : Client Relations
-
Correspondence
-
New/Edit Guest Privacy Options
-
Edit Mailings and Sales Information
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Profile Attachments
OPERA Controls
Group: General
Functions: File Attachments
OPERA Cloud Tasks
Group: Client Relations
-
Profiles Management
-
Attachments
-
Download/Preview Attachment
-
New Attachment
-
Delete Attachment
-
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Managing External Emails
Integration
Oracle Hospitality Integration Platform
Subscriptions
-
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Standard Edition
OR
-
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Premium Edition
OPERA Controls
Group: Profile
Parameters: Store External Emails
OPERA Cloud Tasks
Group: Client Relations
Task: Preview/Download Contact Email
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Merging Profiles
OPERA Cloud Tasks
Group: Client Relations
Tasks: Profiles Management
-
Profile Merge
-
Contact Profile
-
Guest Profile
-
Source Profile
-
Travel Agent Profile
-
Company Profile
-
Group Profile
-
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Profile Anonymization
OPERA Controls
Group: Profiles
Parameters: Personal Information Protection
Settings: Number of Days until Anonymization
OPERA Cloud Tasks
Group: Client Relations
Tasks: Profiles Management
-
Anonymize Profile
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Managing Profile Ownership Records and Owner Referrals
OPERA Controls
Group: Inventory Management
Function: Room Rotation
Group: Profile
Function: Relationships
OPERA Cloud Tasks
Group: Client Relations
-
Ownership Records and Owner Referrals
-
New Ownership Record
-
Edit Ownership Record
-
Delete Ownership Record
-
New/Edit Owner Referral Record
-
Delete Owner Referral Record
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Filtering Profile Search by Accounts
Licenses / Subscriptions
-
OPERA Cloud Service, Sales and Event Management Essentials Edition
-
OPERA Cloud Service, Sales and Event Management Standard Edition
-
OPERA Cloud Service, Sales and Event Management Premium Edition
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Managing Suspended Stay Records
Subscriptions
Oracle Hospitality OPERA Cloud Service, Loyalty
OPERA Controls
-
Group: Profiles
-
Functions: Stay Records
OPERA Cloud Tasks
-
Group: Client Relations
-
Tasks: View Suspended Stay Records
-
Edit/Reprocess Suspended Stay Records
-
Delete Suspended Stay Records
-
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Central Sales
Licenses / Subscriptions
-
Oracle Hospitality OPERA Cloud Service, Central Management Services for Single-Data Source
-
Oracle Hospitality OPERA Cloud Service, Central Management Services for Multi-Data Source
-
Oracle Hospitality OPERA Cloud Service, Central Management Services Third-Party Property Connection
OPERA Controls
Group: Activity
-
Activities
-
Auto Traces
Group: Blocks
Function: Opportunities
-
Central Sales
-
Owner
Group: Inventory Management
Function: Room Pool
Related Topics
Parent topic: Prerequisites for Client Relations
Prerequisites for Managing Travel Agent / Source Commission Details
OPERA Controls
Group: Commission
Function: Commission Handling
OPERA Cloud Tasks
Group: Client Relations
-
New/Edit Profile Commission
-
Delete Profile Commission
Related Topics
Parent topic: Prerequisites for Client Relations